See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,955 | $42,894-76.8% | $60,874-83.6% | $68,494-85.5% |
| Participation rate | 55.4% | 66.8%-11.4pp | 73.1%-17.7pp | 67.9%-12.5pp |
| Annual return | -11.65% | -13.98%+2.3pp | 16.90%-28.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $542 | $1,978-72.6% | $2,701-79.9% | $2,596-79.1% |
| Participant deferral / active EE | $1,541 | $2,867-46.2% | $3,817-59.6% | $4,027-61.7% |
| Admin fee / account holder | $1,465 | $3,101-52.8% | $3,224-54.6% | $5,403-72.9% |